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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,988 | $86,922+227.9% | $102,438+178.2% | $80,874+252.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.68% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,076 | $2,369+29.8% | $3,024+1.7% | $2,756+11.6% |
| Participant deferral / active EE | $3,513 | $4,119-14.7% | $5,054-30.5% | $4,297-18.2% |
| Admin fee / account holder | $55,363 | $8,050+587.7% | $9,448+486.0% | $6,935+698.3% |